To add a line item to a schedule of values for a subcontract or purchase order in the Commitments tab to account for costs included in the commitment.
Things to Consider
Required User Permission:
'Admin' on the project's Commitments tab.
If your company has enabled the ERP Integrations tool:
In order to send the commitment to the ERP Integrations tool to be accepted for export by an accounting approver:
For Dexter + Chaney, the commitment must have at least one (1) Schedule of Values (SOV) line item with a cost code from the Spectrum project. The cost code must be assigned to at least one (1) category. Category assignments must always be updated in Spectrum.
For QuickBooks, the commitment must have at least one (1) SOV line item with a QuickBooks cost code. The cost code does not need to be assigned to a category, because QuickBooks does not support the category concept.
For Sage 300 CRE, the commitment must have at least one (1) SOV line item with a Sage 300 CRE cost code. In addition, the cost code must be assigned to at least one (1) category. You can update category assignments in Procore (see Assign Default Categories to Cost Codes).
Go to your project's Commitments tab.
Click Edit next to the subcontract or purchase order you want to add a line item to.
Click the Schedule of Values sub tab.
Click the Edit button.
Fill out the following fields:
Prime Contract Line Item: If you do not have change events enabled, select the related line item from your Prime Contract. If the item is not accounted for in the Prime Contract, select Not Budgeted.
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